Tim Hext: Has the Aussie disinflation trend come to a halt?
Here’s what the latest inflation data means for markets, according to Pendal’s head of government bonds TIM HEXT HAS a two-year disinflation trend in Australia finally come to a halt?…
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Here’s what the latest inflation data means for markets, according to Pendal’s head of government bonds TIM HEXT HAS a two-year disinflation trend in Australia finally come to a halt?…
Tariffs, trade and AI are the big stories driving markets. But with investors increasingly focused on global themes, opportunities are emerging at home on the ASX, says CRISPIN MURRAY NARRATIVE-DRIVEN…
Here’s what the latest monetary policy adjustments mean for investors, according to Pendal’s head of cash strategies STEVE CAMPBELL THE Reserve Bank of Australia eased monetary policy for a second time this year, cutting…
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams THE walk-back of US-China tariffs has reinforced…
While it’s all systems go for a rate cut next week, caution will be the RBA’s message, writes Pendal’s head of government bond strategies TIM HEXT THE final pieces of…
Looming rate cuts are making ASX-listed smaller companies more attractive, argues Pendal portfolio manager LEWIS EDGLEY THE prospect of rate cuts over the remainder of 2025 should buoy small cap…
In this short video, Pendal’s Income and Fixed Interest team outline the expertise, diversity of thought and disciplined decision-making processes that drive outcomes for clients An excerpt from the team’s…
In this video profile, Pendal PM George Bishay explains the advantages of our Income and Fixed Interest team’s process An excerpt from George’s interview WHILE fixed income forms the defensive…
Australia’s March-quarter inflation data signals good news for Australia’s economy in 2025, says Pendal’s head of government bonds TIM HEXT AFTER a chaotic April, it was great to focus on…
In this video profile Pendal’s head of cash strategies Steve Campbell explains how the team’s approach to managing cash puts us in a market sweet spot AS a “safe-haven” asset,…